Nolet Wealth Management, LLC
FORT WORTH TX · SEC CIK 0002056656
$1.76亿2026Q1 申报市值
92持仓数
65.3%前十大占比 · 第一大 24.7%
11 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VEA 加仓+$513.94万
TLT 加仓+$414.39万
IVV 加仓+$352.86万
VGIT 加仓+$254.63万
IJH 加仓+$80.58万
2026Q1 卖出最多 按季末市值估算
MUB 清仓-$1,055.92万
JEPI 清仓-$164.10万
JPST 减仓-$148.72万
IDEV 减仓-$117.04万
JMUB 减仓-$107.44万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,334.44万 | 24.66% | 66,356 | 5,402 | 8.9% | $352.86万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2,344.35万 | 13.34% | 468,963 | -21,493 | -4.4% | -$107.44万 | 减仓 |
| TLT | ISHARES TR | $1,523.02万 | 8.67% | 175,686 | 47,801 | 37.4% | $414.39万 | 加仓 |
| DHR | DANAHER CORP DEL | $845.14万 | 4.81% | 44,575 | 570 | 1.3% | $10.81万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $586.63万 | 3.34% | 91,547 | 80,203 | 707.0% | $513.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $440.03万 | 2.50% | 25,231 | -523 | -2.0% | -$9.12万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $379.05万 | 2.16% | 63,653 | 42,759 | 204.6% | $254.63万 | 加仓 |
| IWF | ISHARES TR | $369.77万 | 2.10% | 8,672 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $331.70万 | 1.89% | 49,119 | 11,932 | 32.1% | $80.58万 | 加仓 |
| IVW | ISHARES TR | $327.68万 | 1.86% | 28,970 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $325.69万 | 1.85% | 15,425 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $312.69万 | 1.78% | 37,417 | -14,005 | -27.2% | -$117.04万 | 减仓 |
| IWD | ISHARES TR | $250.52万 | 1.43% | 11,725 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $242.86万 | 1.38% | 35,244 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $239.63万 | 1.36% | 9,442 | 52 | 0.6% | $1.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $221.70万 | 1.26% | 5,989 | -142 | -2.3% | -$5.26万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $219.15万 | 1.25% | 30,265 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $209.08万 | 1.19% | 45,384 | 4,145 | 10.1% | $19.10万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $152.90万 | 0.87% | 30,212 | -29,386 | -49.3% | -$148.72万 | 减仓 |
| IJR | ISHARES TR | $148.63万 | 0.85% | 11,956 | 3,650 | 43.9% | $45.37万 | 加仓 |
| IEMG | ISHARES INC | $143.23万 | 0.82% | 20,535 | 1,424 | 7.5% | $9.93万 | 加仓 |
| IEI | ISHARES TR | $140.69万 | 0.80% | 11,862 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $133.79万 | 0.76% | 15,131 | 65 | 0.4% | $5,747 | 加仓 |
| AMZN | AMAZON COM INC | $132.04万 | 0.75% | 6,340 | -1,059 | -14.3% | -$22.06万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $131.56万 | 0.75% | 27,943 | 4,201 | 17.7% | $19.78万 | 加仓 |
| USRT | ISHARES TR | $112.62万 | 0.64% | 19,027 | 2,512 | 15.2% | $14.87万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $107.73万 | 0.61% | 23,506 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $104.66万 | 0.60% | 11,127 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $101.93万 | 0.58% | 3,293 | -106 | -3.1% | -$3.28万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $98.08万 | 0.56% | 984 | 20 | 2.1% | $1.99万 | 加仓 |
| GOOG | ALPHABET INC | $96.79万 | 0.55% | 3,374 | 1,047 | 45.0% | $30.03万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $96.63万 | 0.55% | 1,486 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $83.56万 | 0.48% | 1,460 | 236 | 19.3% | $13.51万 | 加仓 |
| GOOGL | ALPHABET INC | $79.17万 | 0.45% | 2,753 | -63 | -2.2% | -$1.81万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $75.16万 | 0.43% | 2,343 | -200 | -7.9% | -$6.42万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $74.59万 | 0.42% | 2,536 | -22 | -0.9% | -$6,471 | 减仓 |
| — | EXXON MOBIL CORP | $69.62万 | 0.40% | 4,103 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $67.26万 | 0.38% | 13,624 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $64.62万 | 0.37% | 2,250 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $63.61万 | 0.36% | 432 | -11 | -2.5% | -$1.62万 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $63.25万 | 0.36% | 10,638 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $63.02万 | 0.36% | 11,400 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $59.02万 | 0.34% | 2,415 | 3 | 0.1% | $733 | 加仓 |
| LLY | ELI LILLY & CO | $58.83万 | 0.33% | 640 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $52.34万 | 0.30% | 1,408 | -6 | -0.4% | -$2,230 | 减仓 |
| CVX | CHEVRON CORPORATION | $52.11万 | 0.30% | 2,519 | 31 | 1.2% | $6,413 | 加仓 |
| COMT | ISHARES U S ETF TR | $50.77万 | 0.29% | 15,017 | 1,943 | 14.9% | $6.57万 | 加仓 |
| REET | ISHARES TR | $50.60万 | 0.29% | 20,121 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $48.63万 | 0.28% | 1,479 | 495 | 50.3% | $16.27万 | 加仓 |
| IWR | ISHARES TR | $47.74万 | 0.27% | 4,910 | -275 | -5.3% | -$2.67万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $47.29万 | 0.27% | 987 | -192 | -16.3% | -$9.20万 | 减仓 |
| IAU | ISHARES GOLD TR | $45.11万 | 0.26% | 5,117 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $44.66万 | 0.25% | 2,054 | 1 | 0.0% | $217 | 加仓 |
| NFLX | NETFLIX INC. | $42.09万 | 0.24% | 4,378 | 1,230 | 39.1% | $11.83万 | 加仓 |
| WMT | WALMART INC | $40.34万 | 0.23% | 3,246 | 37 | 1.2% | $4,599 | 加仓 |
| LRCX | LAM RESEARCH CORP | $38.30万 | 0.22% | 1,793 | -23 | -1.3% | -$4,914 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.07万 | 0.21% | 1,097 | 121 | 12.4% | $4.09万 | 加仓 |
| BAC | BANK AMERICA CORP | $36.40万 | 0.21% | 7,467 | -95 | -1.3% | -$4,631 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $35.99万 | 0.20% | 2,177 | 26 | 1.2% | $4,299 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $35.28万 | 0.20% | 2,243 | 31 | 1.4% | $4,876 | 加仓 |
| CB | CHUBB LTD SWITZ | $35.05万 | 0.20% | 1,075 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $34.36万 | 0.20% | 688 | 59 | 9.4% | $2.95万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $33.31万 | 0.19% | 6,676 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $32.90万 | 0.19% | 2,060 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $32.55万 | 0.19% | 3,286 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $31.17万 | 0.18% | 5,650 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $30.38万 | 0.17% | 8,267 | 8,267 | — | $30.38万 | 新建仓 |
| ASML | ASML HLDG NV | $30.34万 | 0.17% | 230 | 20 | 9.5% | $2.64万 | 加仓 |
| MCD | MCDONALDS CORP | $30.29万 | 0.17% | 975 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $30.02万 | 0.17% | 1,824 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $28.87万 | 0.16% | 3,626 | -71 | -1.9% | -$5,652 | 减仓 |
| VNT | VONTIER CORPORATION | $28.76万 | 0.16% | 8,109 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $28.22万 | 0.16% | 2,762 | 2,762 | — | $28.22万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $28.19万 | 0.16% | 5,092 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $27.88万 | 0.16% | 1,446 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $27.12万 | 0.15% | 956 | 72 | 8.1% | $2.04万 | 加仓 |
| V | VISA INC | $26.21万 | 0.15% | 867 | -68 | -7.3% | -$2.06万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.50万 | 0.15% | 1,254 | -3 | -0.2% | -$610 | 减仓 |
| NVS | NOVARTIS AG | $25.46万 | 0.14% | 1,667 | 1,667 | — | $25.46万 | 新建仓 |
| ETN | EATON CORP PLC | $25.32万 | 0.14% | 708 | -54 | -7.1% | -$1.93万 | 减仓 |
| CSCO | CISCO SYS INC | $24.31万 | 0.14% | 3,133 | -10 | -0.3% | -$776 | 减仓 |
| SHEL | SHELL PLC | $23.56万 | 0.13% | 2,533 | 2,533 | — | $23.56万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $23.24万 | 0.13% | 1,609 | -409 | -20.3% | -$5.91万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $23.24万 | 0.13% | 768 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $22.60万 | 0.13% | 4,690 | 4,690 | — | $22.60万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $22.25万 | 0.13% | 1,388 | -295 | -17.5% | -$4.73万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.01万 | 0.12% | 867 | 867 | — | $21.01万 | 新建仓 |
| MRK | MERCK & CO INC | $20.42万 | 0.12% | 1,697 | 1,697 | — | $20.42万 | 新建仓 |
| EQNR | EQUINOR ASA | $20.37万 | 0.12% | 4,826 | 4,826 | — | $20.37万 | 新建仓 |
| DIS | DISNEY WALT CO | $20.12万 | 0.11% | 2,088 | 2,088 | — | $20.12万 | 新建仓 |
| VALE | VALE S A | $17.15万 | 0.10% | 10,779 | 10,779 | — | $17.15万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $12.56万 | 0.07% | 11,133 | 11,133 | — | $12.56万 | 新建仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -98,583 | -100.0% | -$1,055.92万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -28,669 | -100.0% | -$164.10万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -20,860 | -100.0% | -$56.13万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -428 | -100.0% | -$28.36万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -412 | -100.0% | -$23.90万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -845 | -100.0% | -$22.39万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,083 | -100.0% | -$21.10万 | 清仓 |